By Colleen Cabili
Publication Date: 2026-04-13 13:53:00
“Our Microsoft partnership has been foundational to our success. But it has also limited our ability to meet enterprises where they are — for many that’s Bedrock,” Denise Dresser wrote in the Sunday memo, referring to Bedrock, a platform run by Amazon $AMZN Web Services through which businesses can access a range of leading AI models. Dresser added that customer demand since the Amazon partnership was announced in late February has been “frankly staggering.”
Dresser, who joined OpenAI as CRO in December, told CNBC earlier this month that enterprise customers make up 40% of the company’s revenue and are expected to match its consumer business by the end of the year.
A renegotiated agreement reached in October 2025 addressed the limits Dresser described, with OpenAI gaining the ability to co-develop products alongside third parties and Microsoft relinquishing its right of first refusal over compute resources. As part of that revised arrangement, OpenAI agreed to spend an additional…